LPL Financial
CBL

LPL Financial’s CBL& Associates Properties, Inc. CBL Stock Holding History

LPL Financial’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-18,214
Closed -$3K – 3916
2020
Q3 		$3K Sell
18,214
-373
-2% -$76 ﹤0.01% 3545
2020
Q2 		$5K Buy
+18,587
New +$4.93K ﹤0.01% 3457
2018
Q2 		– Sell
-11,349
Closed -$47K – 3315
2018
Q1 		$47K Sell
11,349
-18,751
-62% -$93.8K ﹤0.01% 3122
2017
Q4 		$170K Buy
30,100
+10,844
+56% +$72.5K ﹤0.01% 2852
2017
Q3 		$162K Sell
19,256
-627
-3% -$5.32K ﹤0.01% 2710
2017
Q2 		$168K Buy
19,883
+7,751
+64% +$66.5K ﹤0.01% 2632
2017
Q1 		$115K Sell
12,132
-7,755
-39% -$79.5K ﹤0.01% 2596
2016
Q4 		$230K Buy
19,887
+1,810
+10% +$21K ﹤0.01% 2378
2016
Q3 		$215K Buy
18,077
+5,569
+45% +$67.8K ﹤0.01% 2362
2016
Q2 		$122K Sell
12,508
-33,980
-73% -$367K ﹤0.01% 2480
2016
Q1 		$537K Buy
46,488
+4,896
+12% +$55.4K ﹤0.01% 2120
2015
Q4 		$521K Buy
41,592
+27,026
+186% +$369K ﹤0.01% 2160
2015
Q3 		$203K Sell
14,566
-2,065
-12% -$32K ﹤0.01% 2500
2015
Q2 		$269K Buy
16,631
+3,562
+27% +$64.2K ﹤0.01% 2400
2015
Q1 		$258K Buy
13,069
+258
+2% +$5.2K ﹤0.01% 2366
2014
Q4 		$249K Sell
12,811
-377
-3% -$7.1K ﹤0.01% 2324
2014
Q3 		$235K Sell
13,188
-688
-5% -$13K ﹤0.01% 2344
2014
Q2 		$264K Sell
13,876
-8,093
-37% -$149K ﹤0.01% 2300
2014
Q1 		$390K Sell
21,969
-2,085
-9% -$36.3K ﹤0.01% 1951
2013
Q4 		$432K Sell
24,054
-5
-0% -$94 ﹤0.01% 1829
2013
Q3 		$471K Buy
24,059
+2,923
+14% +$61.6K ﹤0.01% 1701
2013
Q2 		$453K Buy
+21,136
New +$501K ﹤0.01% 1633

Other funds holding CBL

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return

LPL Financial's CBL Position: Q4 2020 in Review

LPL Financial sold out of CBL& Associates Properties, Inc. (CBL) in Q4 2020, closing a stake of 18,214 shares — an estimated $3K sold.

LPL Financial first reported a position in CBL in Q2 2013 and held it in 22 quarters. The position peaked at $537K in Q1 2016. 12 funds tracked by Wall St. Rank hold CBL as of Q4 2020.

  • LPL Financial reported no remaining CBL& Associates Properties, Inc. position as of Q4 2020 after selling out during the quarter.
  • LPL Financial sold 18,214 CBL& Associates Properties, Inc. shares in Q4 2020, an estimated $3K.
  • LPL Financial first reported a position in CBL& Associates Properties, Inc. in Q2 2013 and held it in 22 quarters.
  • LPL Financial's CBL& Associates Properties, Inc. position peaked at $537K in Q1 2016.
  • 12 funds tracked by Wall St. Rank held CBL& Associates Properties, Inc. as of Q4 2020.

Based on LPL Financial's 13F filing for Q4 2020, filed 12 Feb 2021.